Tim Norris-Buzzini founded Defined Plan Advisors in 2007 after fifteen years of experience in the financial services industry. Tim started his career as a financial advisor with a national brokerage firm and then worked several years with a local pension administration firm where he developed corporate retirement plan expertise. The decision to start Defined Plan Advisors in 2007 was based upon a desire to deliver objectively prudent advisory services to clients, completely independent of all providers. In 2008, Defined Plan Advisors partnered with Retirement Plan Advisory Group to leverage the strategies, systems and services offered by one of the largest independent consulting networks in the U.S.
Tim graduated from the University of the Pacific with a B.S. in Business Administration. He holds FINRA Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law Examination) licenses, is an Investment Advisor Representative and maintains the Chartered Retirement Plans Specialist® professional designation.